+10,545.1%
LIN vs BKR
+629.9%
+9,915.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | -2.1% | +1.7% | -3.9% | -2.5% |
| 30D | -2.4% | +3.3% | -5.8% | -3.3% |
| 3M | -5.6% | -3.6% | -2.0% | -5.2% |
| 6M | -3.4% | +5.0% | -8.4% | -5.5% |
| YTD | +13.1% | +40.9% | -27.8% | +2.7% |
| 1Y | +2.5% | +39.2% | -36.8% | -7.0% |
| 3Y | +27.6% | +83.7% | -56.1% | +5.9% |
| 5Y | +63.0% | +207.5% | -144.5% | +14.9% |
| 10Y | +359.3% | +136.3% | +223.0% | +214.7% |
| All | +10,545.1% | +629.9% | +9,915.3% | +4,698.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling